Breakwater Investment Management Schwab Strategic Tr Us Dividen Transaction History
Breakwater Investment Management
- $258 Billion
- Q2 2025
A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Breakwater Investment Management holds 147,265 shares of SCHD stock, worth $3.96 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
147,265
Previous 154,040
4.4%
Holding current value
$3.96 Million
Previous $4.31 Billion
9.39%
% of portfolio
1.51%
Previous 1.84%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,004Shares Held
892MCall Options Held
5.24MPut Options Held
2.88M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$779 Million4.36% of portfolio